Interact to see
Advertisement
Advertisement
RWIFX vs TNBRX
RWIFX vs TNBRX Comparison
Open Charts RWIFX vs TNBRX
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity R
Price$20.72
Change-$0.19 (-0.91%)
VolumeN/A
Net Assets268.25M
RWIFX vs TNBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. TNBRX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RWIFX is a StrongBuy and TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. TNBRX (268M). RWIFX pays higher dividends than TNBRX: RWIFX (1.60) vs TNBRX (0.64). RWIFX was incepted earlier than TNBRX: RWIFX (24 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than RWIFX (0.46). TNBRX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). TNBRX has a lower initial minimum investment than RWIFX: TNBRX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 15.39 vs. TNBRX (6.46). RWIFX (49.55) and TNBRX (48.31) have equivalent 5 years return.
| RWIFX | TNBRX | RWIFX / TNBRX | |
| Total Expense Ratio | 0.46 | 1.35 | 34% |
| Annual Report Gross Expense Ratio | 0.46 | 1.62 | 28% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 23.740 | 12.895 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.60 | 0.64 | 249% |
| Returns for 1 year | 15.39 | 6.46 | 238% |
| Returns for 3 years | 57.49 | 45.44 | 127% |
| Returns for 5 years | 49.55 | 48.31 | 103% |
| Returns for 10 years | 88.26 | 125.05 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers